Capital Investment Management and Banking

Commonwealth Financial Network
James O'Sullivan

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is the nation’s largest, privately held, independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California.

Commonwealth has approximately $50 billion in assets under management and 425 employees. The firm supports more than 1,400 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. Commonwealth was ranked, “Highest in Independent Advisor Satisfaction among Financial Investment Firms,” by J.D. Power and Associates. 

Commonwealth has been recognized 18 times as one of the Best Places to Work by the Boston Globe, Boston Business Journal, San Diego Business Journal, and Computerworld. This includes #1 Best Place to Work designations in the midsize category from both the Boston Business Journal and the San Diego Business Journal (2005, 2009), as well as the Boston Globe (2008). 

For more information, please visit www.commonwealth.com.

Bristol County Savings Bank

Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank currently operates 11 full-service branch offices throughout southeastern Massachusetts and Rhode Island.

The Bank’s trust and investment advisory division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. In 2009, the Bank invested in the Farrell Backlund Insurance Agency, LLC, its majority-owned subsidiary, one of Southeastern Massachusetts’ largest independent insurance agencies. This alliance allows the Bank to provide quality insurance options from more than 50 experienced insurance professionals.

Bristol County Savings Bank has $1.2 billion in assets and just over 300 employees in Southeastern Massachusetts and Rhode Island. The Bank's Main Office and Corporate Headquarters are located in Taunton, Mass. For additional information visit www.bristolcountysavings.com.